Plant v. Harrison

36 Misc. 649, 74 N.Y.S. 411
CourtNew York Supreme Court
DecidedJanuary 15, 1902
StatusPublished
Cited by11 cases

This text of 36 Misc. 649 (Plant v. Harrison) is published on Counsel Stack Legal Research, covering New York Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Plant v. Harrison, 36 Misc. 649, 74 N.Y.S. 411 (N.Y. Super. Ct. 1902).

Opinion

Leventritt, J.

The primary object of this action is the establishment of the will and codicils of the late Henry Bradley Plant, as the will of a resident of the county of New York. The plaintiff is his widow; while the defendants, with the exception of the infant defendant, are executors and trustees under his will.

A résumé of the material allegations of the complaint shows the following state of facts:

[652]*652Henry Bradley Plant died on the 23d day of June, 1899, in the eightieth year of his age, at the city of New York. For the preceding twenty-five years he had been continuously domiciled in the county of New York, having his permanent home at No. 586 Fifth avenue, where he died; while his permanent office for the transaction of business was at No. 12 West Twenty-third street in that city. He left him surviving his widow, the plaintiff, and an only son, the defendant Morton Freeman Plant, the issue of whose marriage is a son about four years of age, named after the testator, and who is the infant defendant in this action.

He left a last testament consisting of a will, dated January 23, 1893, and three codicils dated respectively November 22, 1894, May 25, 1899, and June 20, 1899; the will and the first two codicils were severally executed at the city of New York, while the last codicil was executed at the city of New Haven, in the State of Connecticut.

The complaint thereupon alleges that by the execution of the New Haven codicil it was his object to circumvent and evade the laws and policy of the State of New York, and to suspend the absolute ownership of personal property and the absolute power of alienation of real estate for a longer period than permitted by the laws of this State; and that the declaration in the codicil that he was a resident of New Haven was made for the purpose of carrying out such object, when, in fact, he was not then, nor at the time of his death, a resident of Connecticut; that at the time of his death he was not seized of any real property either in New York or in Connecticut; but was possessed of over ten millions of dollars of personal property (at the time of the trial its value had doubled) consisting mostly of stocks and bonds of various corporations; that the physical location of the major part of this property was in New York at the time of his death, and that a part still remained there.

By reference to the will and codicils the complaint then shows that the plaintiff is a legatee having no interest beyond an annuity of $30,000; that the defendant Morton F. Plant has a like interest; that the residuary estate is to be held in trust during the lives of the widow, the son and the grandson; that the trust terminates on the death of the grandson providing the latter’s youngest child is then twenty-one years of age; and that otherwise it continues until the youngest child of the grandson ar[653]*653rives at that age, when it is to be divided according to the provisions made in the will.

The complaint further alleges that the original will and codicils are in Connecticut under such circumstances that they cannot be obtained for the purposes of probate here: that at the time of Mr. Plant’s death they were in a sealed envelope at his home in this city in the custody and possession of the plaintiff. That on the-following day the defendants Harrison and Erwin, who had long been the confidential legal advisers of her husband, and the defendant Tilley, under representations that it was necessary for the protection of the estate as well as of her own interests, procured the envelope from her and, without her consent, took it to Connecticut where they subsequently filed the will and codicils in the Probate Court for the district of New Haven. Then follow allegations of her ignorance of the legal effects of her acts and that she was unrepresented by counsel; then an allegation that there was a hasty removal by the defendants named of the bulk of the personal estate from New York to Connecticut; and the complaint then proceeds to enumerate the steps attending the New Haven probate which may be briefly summarized -as follows: On the day after the funeral of Mr. Plant, which took place in his native town of Branford in the State of Connecticut, the plaintiff, pursuant to the request of the defendant Harrison, called at his office in New Haven where he and the defendant Erwin advised and urged her to sign a petition to the Probate Court for the District of New Haven, being informed by them that immediate action was necessary in order to protect her own interests as well as those of the estate. The petition described Mr. Plant as having last dwelt in the town of New Haven. In response to the plaintiff’s statement that this must be incorrect she was informed by the defendant Harrison in the presence of other defendants that he had recently, on the occasion of Mr. Plant’s last visit, being the date of the execution of the last codicil, had Mr. Plant made a legal resident of New Haven. Relying upon the assurance of the defendants Harrison and Erwin that it was proper and to her interest, she signed the petition. The same day the petition was presented to the Probate Court and the following day the will was admitted as the will of a resident of the district of New Haven.

The complaint further alleges that the Probate Court did not [654]*654then have jurisdiction because the decedent at the time of his death was a resident of the State of New York.

The final allegations of the pleading concern themselves with the laws of Connecticut and New York as affecting the plaintiff’s rights in the premises.

The answer, after raising certain jurisdictional objections, alleges that Mr. Plant died a resident of Connecticut, that his will was properly probated there; that all the steps attending the removal of the will and the subsequent probate proceedings were had with the full knowledge, consent and approbation of the plaintiff, who was a willing party to the Connecticut probate. All the allegations of the complaint inconsistent with these averments are denied, and there are specific denials of all allegations imputing to the defendants, or any of them, improper conduct or ulterior motives.

On the issues thus raised a very extended trial has been had before me. Barring the expert evidence on the status of the law of Connecticut, the voluminous testimony was confined mainly to two underlying questions of fact. The first and fundamental one was the issue of domicile. Of what jurisdiction did Mr. Plant die a resident? The second was the question of the alleged fraud on Mrs. Plant and on the Connecticut Probate Court in the proceedings involving the admission of Mr. Plant’s will to probate in the district of New Haven.

After a somewhat extended examination of this latter question I have decided not to state my conclusions thereon; first, because it becomes immaterial in the view I take of the case; secondly, because there is doubt whether fraud is adequately pleaded (Plant v. Harrison, 52 App. Div. 434); and thirdly, because of the graver doubt whether, under the decisions of the Federal courts, controlling in this instance because a constitutional question is involved, the judgment of a court of a sister State may be impeached for fraud. Christmas v. Russell, 5 Wall. 290; Simmons v. Saul, 138 U. S. 439; Garrett v. Boeing, 68 Fed. Rep. 51; Hanley v. Donoghue, 116 U. S. 1, 4.

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Bluebook (online)
36 Misc. 649, 74 N.Y.S. 411, Counsel Stack Legal Research, https://law.counselstack.com/opinion/plant-v-harrison-nysupct-1902.